Manager Research Analyst

Morningstar•Chicago, IL

1d•Hybrid

About The Position

The Analyst role on the US manager research team is responsible for producing high-quality strategy-level analysis and broader asset class research that helps investors make better decisions. This role also serves the team through covering select asset management firms as a parent lead and when appropriate mentoring newer analysts. This position is based in our Chicago office. We are in-office four days per week.

Requirements

Bachelor’s degree
Investing expertise with two to four years of experience in manager research or a related role
Demonstrated expertise in strategy level analysis
Excellent communications skills
Strong time management skills
Mentorship skills

Nice To Haves

MBA, CFA, CFP or other advanced degree/accreditation a plus
Specialization in a particular asset class a plus
Familiarity with liquid (open-end and exchange-traded funds) vehicles, experience with semiliquid vehicles (interval and/or tender-offer funds, business development companies) a plus
Familiarity with programming languages (i.e. Python, R, MATLAB) and/or artificial intelligence a plus

Responsibilities

Be part of a collaborative team culture that aims for and prizes high-quality research, resulting in analyses that are insightful, ratings that are good calls for investors, and broader research that helps investors understand the managed products landscape.
Conduct quantitative and qualitative analysis using our databases, monitor regulatory information, interview portfolio managers, and perform on-site due diligence visits of asset-management firms.
Develop clear opinions to support forward-looking ratings on funds and other investment vehicles based on research that focuses on the funds’ management, strategy, parent company, performance and expenses.
Continue to pursue investing expertise while striving to specialize in a particular asset class, whether equities, fixed income, or multi-assets and alternatives.
Engage with the external market (media, wealth managers, regulators) to strengthen understanding of Morningstar capabilities.
Contribute to thought leadership and/or the development of analytical tools that improve strategy analysis.

Benefits

100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups